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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $31,917 |
RTD FINANCIAL ADVISORS, INC.2 years Filed as: RTD FINANCIAL ADVISORS INC. Service code 27 · EIN 22-2446145 | Advisory (Plan) | $22,260 |
HAELE & FLANAGAN CO. P.C.2 years Service code 10 · EIN 22-3008776 | Accounting | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,946 | $78,419-59.3% | $133,959-76.2% | $73,412-56.5% |
| Participation rate | 54.9% | 78.6%-23.7pp | 79.8%-24.9pp | 72.2%-17.3pp |
| Annual return | 6.62% | 33.35%-26.7pp | 45.09%-38.5pp | 59.30%-52.7pp |
| Employer contribution / active EE | $743 | $2,044-63.6% | $3,919-81.0% | $2,234-66.7% |
| Participant deferral / active EE | $1,468 | $3,925-62.6% | $5,047-70.9% | $3,806-61.4% |
| Admin fee / account holder | $365 | $161+126.0% | $8,928-95.9% | $158+130.9% |